Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 3.28% | 9.48% | 8.20% | 3.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) | 09/18/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 9.48 | 8.20 | 3.46 | NA | NA | NA | … | … | 3.28 | 9.12 | 5.97 | 9.33 | -10.98 | 3.83 | 4.30 |
| Sharpe Ratio | NA | 2.07 | 1.32 | 0.20 | NA | NA | NA | … | … | 1.17 | 1.87 | -0.16 | 1.07 | -1.90 | 1.64 | 4.94 |
| Standard Deviation(%) | NA | 3.44 | 3.93 | 4.51 | NA | NA | NA | … | … | 4.36 | 3.41 | 3.70 | 4.77 | 6.54 | 2.32 | 3.20 |
| Draw Down(%) | NA | 2.42 | 3.95 | 15.15 | NA | NA | NA | … | … | 2.42 | 2.81 | 2.05 | 3.95 | 14.76 | 1.61 | 1.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
-0.51%
Oct 2020 – Oct 2023 |
3.15%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUODX (Oklahoma College Savings Plan – Strategic Income Portfolio Fund) |
8.97%
Oct 2022 – Oct 2025 |
4.16%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart